The Accounts page is like a client profile page and contains all the company’s information including company name or 1040 name for Individuals, contact information, demographic information, EINs or SSNs, taxpayer details, and more. (Keep in mind, clients can be companies like XYZ Company or individuals like James Adams.)
Contacts:
Contacts are the people you interact with in Liscio. Each Contact must have a primary email to be invited into the platform. Contacts contain contact information, such as emails, phone numbers, and addresses. Contacts cannot share primary emails. Contacts are tied to their Accounts, including their 1040s and/or businesses.
Note: A Contact may be linked to several Accounts, however, they only need to have one email address. To learn how to switch between multiple Liscio Accounts, check out this article.
Relationships tie your Contacts and Accounts together. Relationships can be added to the Account OR Contact level. For example, if you have a Contact that is related to multiple Accounts, you can relate the Contact to each Account and label the ...
Merging Accounts in Liscio may be necessary for a number of reasons, such as two of your clients getting married. Here are best practices for doing this: 1. Pick one Account to keep active and one to archive. 2. Associate the Contact of the ...
Contacts are individuals; they are your firm’s clients. One Contact can be associated with multiple Accounts. For example, Jane Doe is a Contact and she is associated with (or has relationships with) her Flower Business and her 1040 Tax Returns. At ...
An accounts report includes the following details: Firm Name Account Name Account Status External ID Entity Type Phone Number Address Client Service Team Contact Name Contact Primary Email Contact Status Contact Relationship Type Account Owner Status ...
A contact report includes the following details: First Name Middle Name Last Name Primary Email Activation Status New = uninvited Invited Active = has set up their Liscio account Expired = invite has expired after 7 days Inactive = deactivated ...